Source

Pipeline & forecasting — found from sitemap — Pipeliner CRM

Checked for Pipeliner CRM on 13 Oct 2026

Page: https://help.coevera.com/en/articles/2723902-understanding-pipelines-leads-opportunities-and-activities
Checked: 13 Oct 2026, 09:56 UTC
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permission: robots_ok
screenshot: Screenshot on file (internal exhibit, not published)

Cited by

Pipeline definition Report an error

“A Pipeline tracks your individual company's processes. It's often what's referred to as a Sales Funnel.”
Pipeline use cases Report an error

“you can use them to track processes for fulfilling an order, managing an implementation, following a customer success plan or, in fact, to track anything in your company that has a process to be followed.”
Lead definition Report an error

“A Lead in Coevera is a suspect that you haven’t qualified yet to be part of your actual Pipeline or Sales Funnel.”
Opportunity definition Report an error

“An Opportunity in Coevera is a prospective deal being tracked through your Pipeline or Sales Funnel. Opportunities may begin life as a Lead which is then Qualified (converted to an opportunity) or maybe created directly as a new Opportunity.”
Activities definition Report an error

“Activities in Coevera are Appointments (meetings that you have) or other day-to-day actions such as making phone calls or sending emails, these are known as Tasks.”
Activity linking Report an error

“You'll link Activities to your Leads and Opportunities so you can keep track of the history of what's already been done as well as your next planned actions.”
Mobile app Report an error

“Leads in Mobile App Opportunities in the Mobile App”